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Elizabeth City State University Banner Finance

Elizabeth City State University Banner Finance . Course Objectives. Understand ECSU Chart of Accounts Structure Managing your Banner System Account How to set up user preferences How to manage your personal menu Finance Forms Understand naming conventions and form structure

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Elizabeth City State University Banner Finance

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  1. Elizabeth City State UniversityBanner Finance

  2. Course Objectives • Understand ECSU Chart of Accounts Structure • Managing your Banner System Account • How to set up user preferences • How to manage your personal menu • Finance Forms • Understand naming conventions and form structure • Perform basic Banner navigation functions • Search for items in a database • Extract data to Excel • How to find financial data

  3. ECSU Chart of Accounts Structure

  4. Fund vs. Account

  5. Internet Native Banner Logon

  6. Make “My Banner” your default

  7. Set up your Personal Menu

  8. Form Naming Conventions • All forms names have seven characters also known as a Quick Key Position 1 - System Position 2 - Module Position 3 – Type

  9. Parts of a form • Title Bar • Blocks • Key Block • Information Block

  10. Menu Bar Toolbar Title Bar Key Block Information Block Auto Hint and Status Line

  11. Pop Quiz When working on a form, where do you start? • Next block • Information block • Start block • Key block

  12. Horizontal Toolbar 1 2 3 4 5 6 7 8 9 10

  13. Querying • Wildcards - you can use the Oracle wildcards % and _ in the search criteria: • The character % represents any number of unspecified characters. • The character _ represents one occurrence of an unspecified character. • The date format in Banner is DD-MMM-YYYY. To query all transactions for the month of December 2013 use %DEC-2013 as the search criteria.

  14. Quick Hints • Options Menu – From within a form you can access other forms, windows and blocks related to the current form. • You can also use the right mouse button to access a list of options (just be sure your pointer is not over a field). • Use F5 on your keyboard to display the direct access field. This is useful if you want to access another Banner form without exiting the current form. • Click on File from the menu bar to see the last 10 forms accessed since your last logon.

  15. Type in the search criteria

  16. Execute the query

  17. Drill down for more information

  18. Drilling down • Field in key block is populated automatically from the previous form • Perform a ‘next block’ function to see information • As long as Options is not grayed out in menu bar, you can continue to drill down for more information

  19. Check Available Balance

  20. To see detail accounts

  21. To see detail transactions in operating ledger

  22. Perform a search Enter the query mode Type in the search criteria Execute the search

  23. Extract records to Excel

  24. To see general ledger balanceson self supporting or other trust funds

  25. Use “Options” to drill down for more detail Right click Menu Bar or

  26. Grant funds

  27. To look up vendors in Banner

  28. Pop Quiz If you want to see the names of the last 10 forms accessed in the current session, which menu bar choice would you select? • File • Edit • Record • Help

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